SERVICETITAN INC (TTAN)
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-11-04
$87.76+5.52%
Close 2026-11-04 · 1-day change
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-11-04
QuarterlyIQ Insights · TTAN
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 89.4% |
| Our one-year growth estimate | diamond | 18.0% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
No outside relationship met the current evidence threshold.
Based on historical daily prices through 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 71.4 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 36 industry peers
TTAN — earnings miss
Dated 2026-09-08
Results of Operations and Financial Condition. On September 8, 2026, ServiceTitan, Inc. (the “Company”) issued a press release announcing its financial results for the fiscal second quarter ended July 31, 2026. In the press release, the Company also announced that it would hold a conference call to discuss these financial results on September 8, 2026 at 2:00 p.m. Pacific Time (5:00 p.m. Eastern Time). A copy of the press release is furnished hereto as Exhibit 99.1 to this Current Report on Fo…
Why it matters: Revenue growth slowed from 25% in Q1 to 21% in Q2. A further drop would add to concern that growth is easing.
Worry ifFiscal Q3 revenue growth is below 21% year over year.
Less concerning ifFiscal Q3 revenue growth is at least 21% year over year.
Why it matters: ServiceTitan guided to $285 million to $287 million for Q3. A miss would mark a break from its recent revenue growth.
Worry ifFiscal Q3 revenue is below $285 million, the low end of guidance.
Less concerning ifFiscal Q3 revenue is at least $285 million and within or above guidance.
Why it matters: Max is a key part of ServiceTitan's AI plan. More enrolled locations would show that customers are adopting it.
Supportive ifThe company reports more than 700 enrolled Max locations by the end of fiscal 2027.
Worry ifAt fiscal year-end, the company reports 700 or fewer enrolled Max locations. Or it says the goal was delayed.
Why it matters: Free cash flow rose to $50.5 million in Q2 after a $9.6 million outflow in Q1. Another positive quarter would show stronger cash generation.
Supportive ifFiscal Q3 non-GAAP free cash flow is positive, following $50.5 million in Q2.
Worry ifFiscal Q3 non-GAAP free cash flow is zero or negative.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$245 on $10,000 · ±2.5% | How much price usually moves either way. |
| Bad day | $587 loss on $10,000 · 5.9% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $5,082 loss on $10,000 · 50.8% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: The full-year target is $152 million to $154 million. Results below that range would weaken the case for better operating results.
Worry ifFY2027 non-GAAP income from operations is below $152 million.
Less concerning ifFY2027 non-GAAP income from operations is at least $152 million and within or above guidance.